The Perfect RIA

Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter

Mar 16, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
How to Describe Your Investment Strategy in a Way That Clients Understand
03:11 • 1min
3
The War Chest Tiered to Goals, Not Risk Tolerance
04:35 • 3min
4
The Importance of a Ten Year War Chest
07:35 • 2min
5
Investments That Work
09:59 • 3min
6
Managing Client Expectations
12:33 • 3min
7
Investing With Confidence
15:10 • 4min